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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SlateStone Wealth
Florida
$275K
BFEC
452
Benjamin F. Edwards & Company
Missouri
$274K -$49.9K -785 -16%
BAMF
453
BI Asset Management Fondsmaeglerselskab
Denmark
$270K +$29.1K +457 +13%
PFO
454
Pathstone Family Office
New Jersey
$270K +$249K +3,916 New
MWM
455
Mattern Wealth Management
Kansas
$262K
PVI
456
Pine Valley Investments
New Jersey
$260K +$240K +3,775 New
SSW
457
Smith Shellnut Wilson
Mississippi
$254K -$2.42K -38 -1%
T
458
TRUADVICE
Florida
$252K -$32.3K -508 -12%
HI
459
Horizon Investments
North Carolina
$252K +$37.5K +590 +19%
Two Sigma Advisers
460
Two Sigma Advisers
New York
$248K -$2.8M -44,000 -92%
IA
461
IFP Advisors
Florida
$246K -$47.7K -750 -17%
WHCI
462
W.H. Cornerstone Investments
Massachusetts
$242K +$382 +6 +0.2%
DEA
463
DoubleLine ETF Adviser
Florida
$237K +$219K +3,449 New
DWM
464
Darwin Wealth Management
Florida
$236K
GT
465
Greenleaf Trust
Michigan
$233K +$215K +3,387 New
TAM
466
Tocqueville Asset Management
New York
$223K +$206K +3,239 New
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K +$206K +3,231 New
SF
468
Summit Financial
New Jersey
$221K +$204K +3,204 New
PTC
469
Petrus Trust Company
Texas
$220K +$204K +3,203 New
RWM
470
Revisor Wealth Management
Ohio
$218K +$201K +3,164 New
CCP
471
Carmel Capital Partners
California
$218K
PCM
472
Penserra Capital Management
California
$216K +$123K +1,935 +159%
FTDI
473
First Trust Direct Indexing
Massachusetts
$213K +$197K +3,099 New
AIM
474
Anchor Investment Management
South Carolina
$212K
FMAEN1
475
Fund Management at Engine No 1
California
$211K +$195K +3,068 New